Mid-Cap Blend
The typical mid-cap blend portfolio invests in U.S. stocks of various sizes and styles, giving it a middle-of-the-road profile. Most shy away from high-priced growth stocks, but aren't so price-conscious that they land in value territory. The U.S. mid-cap range for market capitalization typically falls between $1 billion-$8 billion and represents 20% of the total capitalization of the U.S. equity market. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. Morningstar®
| Performance (1-yr.): 18.71% |
Expenses: 0.16% |
| Performance (1-mo.): 0.67% |
Total Assets: $1.0B |
| Performance (1-yr.): 19.41% |
Expenses: 1.31% |
| Performance (1-mo.): 0.21% |
Total Assets: $697.51M |
| Performance (1-yr.): 17.27% |
Expenses: 1.45% |
| Performance (1-mo.): 0.03% |
Total Assets: $2.04B |
| Performance (1-yr.): 18.30% |
Expenses: 1.25% |
| Performance (1-mo.): 0.37% |
Total Assets: $140.2M |
| Performance (1-yr.): 18.14% |
Expenses: 0.50% |
| Performance (1-mo.): 0.58% |
Total Assets: $3.0B |
| Performance (1-yr.): 18.41% |
Expenses: 0.55% |
| Performance (1-mo.): 0.62% |
Total Assets: $1.13B |
| Performance (1-yr.): 18.08% |
Expenses: 0.76% |
| Performance (1-mo.): 0.58% |
Total Assets: $499.44M |
| Performance (1-yr.): 20.81% |
Expenses: 0.98% |
| Performance (1-mo.): 1.03% |
Total Assets: $932.9M |
| Performance (1-yr.): 18.20% |
Expenses: 0.58% |
| Performance (1-mo.): 0.50% |
Total Assets: $151.43M |
| Performance (1-yr.): 18.38% |
Expenses: 0.46% |
| Performance (1-mo.): 0.60% |
Total Assets: $2.82B |
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- Top Performing Mid-Cap Blend Funds as of 05.03.2013
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